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For Companies At a Glance
- Tasks: Lead client onboarding projects and optimise processes for a seamless experience.
- Company: Join BNY, a global leader in financial services with a culture of growth.
- Benefits: Enjoy competitive salary, professional development, and a supportive work environment.
- Other info: Dynamic role with opportunities for career advancement and innovation.
- Why this job: Make a real impact by transforming client experiences in wealth management.
- Qualifications: Experience in client onboarding and strong project management skills required.
The predicted salary is between 80000 - 100000 ÂŁ per year.
At BNY, our culture allows us to run our company better and enables employees’ growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world’s investible assets. Every day, our teams harness cutting‑edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. We’re seeking a future team member for the role of SVP, Client Enablement Manager to join our Wealth Solution team. This role is located in Manchester.
Responsibilities
- Lead end-to-end client onboarding projects: define scope, plan timelines, allocate resources, manage RAID logs, and provide clear status reporting to stakeholders.
- Own and optimise onboarding processes: map workflows, standardize procedures, and continuously improve efficiency across onboarding touchpoints.
- Develop deep understanding of onboarding systems and data flows; liaise with technology and Operations teams to resolve defects, improve integrations, and ensure data quality.
- Partner with Wealth client teams to capture requirements, tailor onboarding journeys to client segments, and ensure a high‑touch, client‑obsessed experience.
Qualifications
- Education – Ideally a Bachelor’s degree in Business, Finance, Education/Instructional Design, Communications, or a related field; or equivalent practical experience.
- Experience – Previous onboarding experience; extensive work experience, with meaningful time spent in client onboarding, implementation, or operational delivery.
- Project/Program Management – Proven ability to manage complex, multi‑stakeholder onboarding initiatives; familiarity with PM methodologies and tools (e.g., Agile, Waterfall, RAID, dashboards).
- Systems and Data Literacy – Strong understanding of onboarding platforms, document management, and data flows; ability to partner with tech and operations to remediate issues.
- Wealth Domain Knowledge – Understanding of wealth management client segments, products, account structures, documentation requirements, and service expectations.
- Stakeholder Management and Communication – Excellent communication skills; ability to influence cross‑functional teams (sales, operations, tech, risk) and present clearly to senior stakeholders.
- Process Improvement – Track record in simplifying processes, removing friction, and driving measurable client experience and cycle‑time improvements.
- Preferred (nice‑to‑have) – Professional certifications (e.g., PMP, Agile/Scrum, Lean/Six Sigma) and experience implementing onboarding tooling or client journey transformations.
Recent Awards
- America’s Most Innovative Companies, Fortune, 2025
- World’s Most Admired Companies, Fortune, 2025
- “Most Just Companies”, Just Capital and CNBC, 2025
Benefits
Senior Vice President, Client Enablement employer: BNY
Contact Detail:
BNY Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Vice President, Client Enablement
✨Tip Number 1
Network like a pro! Reach out to your connections in the industry, attend events, and engage on platforms like LinkedIn. We can’t underestimate the power of personal connections when it comes to landing that dream job.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their values and how they align with your own. We want to show them that you’re not just a fit for the role, but for the team too!
✨Tip Number 3
Practice your pitch! Be ready to articulate your experience and how it relates to the role of SVP, Client Enablement. We need to highlight your onboarding expertise and project management skills in a way that resonates with the interviewers.
✨Tip Number 4
Don’t forget to follow up after interviews! A simple thank-you email can go a long way. It shows your enthusiasm for the position and keeps you fresh in their minds. And remember, apply through our website for the best chance!
We think you need these skills to ace Senior Vice President, Client Enablement
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Senior Vice President, Client Enablement role. Highlight your relevant experience in client onboarding and project management, and don’t forget to mention any specific tools or methodologies you’ve used that align with the job description.
Showcase Your Achievements: When detailing your past roles, focus on quantifiable achievements. Did you streamline a process that improved efficiency? Share those numbers! We love seeing how you’ve made a tangible impact in previous positions.
Communicate Clearly: Your written application is your first chance to impress us, so make it count! Use clear, concise language and ensure your application is free from typos and grammatical errors. Remember, excellent communication skills are key for this role!
Apply Through Our Website: We encourage you to submit your application through our website. It’s the best way for us to receive your details directly and ensures you’re considered for the role. Plus, it’s super easy to do!
How to prepare for a job interview at BNY
✨Know Your Onboarding Inside Out
Make sure you have a solid grasp of the onboarding processes and systems mentioned in the job description. Familiarise yourself with common challenges and solutions in client onboarding, as well as any relevant technologies. This will help you demonstrate your expertise and show that you're ready to hit the ground running.
✨Showcase Your Project Management Skills
Prepare examples from your past experiences where you've successfully managed complex onboarding projects. Be ready to discuss the methodologies you've used, like Agile or Waterfall, and how you’ve handled stakeholder communication. This will highlight your ability to lead initiatives effectively.
✨Understand the Wealth Management Landscape
Brush up on your knowledge of wealth management client segments and products. Being able to speak confidently about the specific needs and expectations of these clients will set you apart. It shows that you’re not just a fit for the role but also genuinely interested in the industry.
✨Communicate Clearly and Confidently
Practice articulating your thoughts clearly, especially when discussing complex topics. Use examples to illustrate your points and be prepared to answer questions from various stakeholders. Strong communication skills are crucial for this role, so make sure you convey your ideas effectively during the interview.